Nicholas Company’s Gartner IT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.26M | Sell |
33,195
-3,473
| -9% | -$639K | 0.1% | 169 |
|
|
2025
Q4 | $9.25M | Sell |
36,668
-4,005
| -10% | -$964K | 0.16% | 119 |
|
|
2025
Q3 | $10.7M | Sell |
40,673
-20
| -0% | -$5.83K | 0.18% | 116 |
|
|
2025
Q2 | $16.4M | Sell |
40,693
-2,390
| -6% | -$1M | 0.28% | 95 |
|
|
2025
Q1 | $18.1M | Sell |
43,083
-6,472
| -13% | -$3.19M | 0.31% | 79 |
|
|
2024
Q4 | $24M | Hold |
49,555
| – | – | 0.39% | 70 |
|
|
2024
Q3 | $25.1M | Sell |
49,555
-1,095
| -2% | -$526K | 0.41% | 66 |
|
|
2024
Q2 | $22.7M | Sell |
50,650
-30
| -0.1% | -$13.3K | 0.38% | 72 |
|
|
2024
Q1 | $24.2M | Hold |
50,680
| – | – | 0.4% | 70 |
|
|
2023
Q4 | $22.9M | Sell |
50,680
-5
| -0% | -$2K | 0.4% | 68 |
|
|
2023
Q3 | $17.4M | Sell |
50,685
-20
| -0% | -$6.98K | 0.35% | 86 |
|
|
2023
Q2 | $17.8M | Sell |
50,705
-20
| -0% | -$6.51K | 0.34% | 84 |
|
|
2023
Q1 | $16.5M | Buy |
50,725
+5
| +0% | +$1.65K | 0.34% | 88 |
|
|
2022
Q4 | $17M | Hold |
50,720
| – | – | 0.36% | 78 |
|
|
2022
Q3 | $14M | Hold |
50,720
| – | – | 0.32% | 88 |
|
|
2022
Q2 | $12.3M | Buy |
50,720
+630
| +1% | +$168K | 0.27% | 95 |
|
|
2022
Q1 | $14.9M | Buy |
50,090
+715
| +1% | +$207K | 0.27% | 101 |
|
|
2021
Q4 | $16.5M | Sell |
49,375
-14,435
| -23% | -$4.64M | 0.27% | 103 |
|
|
2021
Q3 | $19.4M | Sell |
63,810
-4,305
| -6% | -$1.25M | 0.34% | 80 |
|
|
2021
Q2 | $16.5M | Sell |
68,115
-25
| -0% | -$5.47K | 0.29% | 98 |
|
|
2021
Q1 | $12.4M | Sell |
68,140
-211,155
| -76% | -$36.7M | 0.23% | 117 |
|
|
2020
Q4 | $44.7M | Buy |
279,295
+15
| +0% | +$2.16K | 0.85% | 40 |
|
|
2020
Q3 | $34.9M | Sell |
279,280
-130
| -0% | -$16.5K | 0.73% | 48 |
|
|
2020
Q2 | $33.9M | Buy |
279,410
+115
| +0% | +$13.3K | 0.78% | 45 |
|
|
2020
Q1 | $27.8M | Buy |
279,295
+7,570
| +3% | +$1.04M | 0.79% | 51 |
|
|
2019
Q4 | $41.9M | Buy |
271,725
+10,165
| +4% | +$1.55M | 0.88% | 37 |
|
|
2019
Q3 | $37.4M | Buy |
261,560
+50,910
| +24% | +$7.4M | 0.84% | 39 |
|
|
2019
Q2 | $33.9M | Sell |
210,650
-35
| -0% | -$5.47K | 0.75% | 47 |
|
|
2019
Q1 | $32M | Buy |
210,685
+85
| +0% | +$11.8K | 0.76% | 46 |
|
|
2018
Q4 | $26.9M | Hold |
210,600
| – | – | 0.7% | 50 |
|
|
2018
Q3 | $33.4M | Hold |
210,600
| – | – | 0.73% | 47 |
|
|
2018
Q2 | $28M | Sell |
210,600
-143,435
| -41% | -$18.4M | 0.65% | 50 |
|
|
2018
Q1 | $41.6M | Sell |
354,035
-11,115
| -3% | -$1.39M | 0.95% | 35 |
|
|
2017
Q4 | $45M | Sell |
365,150
-3,230
| -0.9% | -$392K | 0.98% | 40 |
|
|
2017
Q3 | $45.8M | Sell |
368,380
-2,260
| -0.6% | -$279K | 1.02% | 39 |
|
|
2017
Q2 | $45.8M | Buy |
370,640
+810
| +0.2% | +$94K | 1.02% | 40 |
|
|
2017
Q1 | $39.9M | Buy |
369,830
+46,610
| +14% | +$4.8M | 0.91% | 43 |
|
|
2016
Q4 | $32.7M | Buy |
+323,220
| New | +$31.2M | 0.73% | 45 |
|
Other funds holding IT
IFP
VCM
VPM
